UnionBank Elite, the premier wealth management program of UnionBank, recently hosted a series of exclusive market outlook events for 2025, taking wealth management to new heights. The events, themed “Next in Wealth: Seizing Success in the Year of the Snake,” offered a blend of expert insights, strategic planning, and celebration, marking the Chinese New Year with an engaging and insightful experience for UnionBank’s most valued clients.
A Night of Expertise, Insights, and Celebration
Held across three prestigious venues—Solaire Resort North, Grand Hyatt Manila, and Radisson Blu Hotel Cebu—UnionBank Elite’s Market Outlook events provided a unique opportunity for clients to gain valuable investment strategies and discuss key market trends for the upcoming year. The events were graced by UnionBank’s top leadership, including President and CEO Ana Aboitiz-Delgado, Consumer Bank Head Manoj Varma, and Wealth and Brokerage Head Therese Chan, further underscoring the bank’s dedication to offering premier banking experiences.
Expert Insights for Strategic Wealth Planning
To help clients navigate the complexities of the global market in 2025, UnionBank partnered with leading global fund houses to present the latest market insights. Allianz Global’s Karen Chen, Senior Product Specialist, and Jason Lim, Senior Channel Sales Manager, discussed the impact of shifting geopolitical dynamics in the U.S., highlighting the risks and opportunities for investors. PQ Lim, CEO of HSBC Asset Management Singapore, shared how clients can capitalize on India’s rapidly expanding economy, while Phil Hagedorn, President of ATRAM, emphasized strategies for diversifying within the Philippine equity market.
The event also focused on wealth protection, with presentations by Jose Eduardo Ang, InLife’s Chief Product and Innovation Officer, and Jose Paulo Lorenzo T. Puno, InLife’s Product Development Officer. Additionally, representatives from Oona and Aboitiz InfraCapital introduced innovative financial solutions to strengthen clients’ wealth portfolios.
Guiding Clients to Confident Financial Decisions
By leveraging global expertise, UnionBank Elite ensures that clients are equipped with personalized solutions to help them make informed decisions, both in 2025 and beyond. Ana Aboitiz-Delgado, UnionBank’s President and CEO, expressed, “At UnionBank, we are committed to staying a step ahead in wealth management and banking. We are grateful for your trust, and rest assured that your Relationship Managers and the entire UnionBank team are here to guide you every step of the way.”
A VIP Experience Beyond Banking
As part of its commitment to providing world-class experiences, UnionBank Elite elevated the events with exceptional entertainment, featuring performances from some of the country’s top artists. The festivities were also enriched by renowned Feng Shui Master Marites Allen, who offered a prosperity forecast for the Year of the Snake, revealing favorable financial opportunities for the year.
UnionBank remains dedicated to offering elevated banking experiences that support clients in achieving their financial goals. The Chinese New Year Market Outlook series is just one of the many exclusive offerings under UnionBank Elite, designed to help clients build, grow, and protect their wealth.
